RCM

Raleigh Capital Management Portfolio holdings

AUM $263M
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.85M
3
+$1.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.42M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.34M

Top Sells

1
+$2.16M
2
+$1.55M
3
+$1.21M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.19M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.01M

Sector Composition

1 Technology 10.35%
2 Financials 9.46%
3 Healthcare 7.8%
4 Energy 6.47%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$23.7K 0.01%
227
+11
402
$23.3K 0.01%
118
+80
403
$23.3K 0.01%
257
404
$23.1K 0.01%
28
+19
405
$23.1K 0.01%
245
+180
406
$22.7K 0.01%
176
+111
407
$22.4K 0.01%
+475
408
$22.4K 0.01%
129
+39
409
$22.3K 0.01%
+221
410
$22.2K 0.01%
18
+10
411
$22.2K 0.01%
1,597
-38
412
$21.9K 0.01%
88
+47
413
$21.9K 0.01%
84
+45
414
$21.5K 0.01%
45
+27
415
$21.4K 0.01%
45
-28
416
$21.3K 0.01%
115
-277
417
$20.9K 0.01%
151
+97
418
$20.7K 0.01%
37
+26
419
$20.5K 0.01%
141
+99
420
$20.4K 0.01%
77
421
$20.4K 0.01%
+220
422
$20K 0.01%
255
+123
423
$20K 0.01%
101
-74
424
$19.9K 0.01%
137
+32
425
$19.9K 0.01%
291
+146
15 16
17
18 19